WHAT OUR MEMBERS SAY
WHAT OUR MEMBERS SAY
About SchoolsFirst FCU

“The Credit Union has something for everyone, from someone who is financially savvy to a person who just needs basic services.”


– Amy C.
Member Since 2010

About SchoolsFirst FCU
MOST POPULAR CONTENT
MEMBER FAVORITES Estate Planning & Trust Services
Meet Our Financial Advisors
457(b) Investment Providers
403(b) Investment Providers
Mutual Funds
Mutual Funds
Mutual Funds

Mutual funds are offered through CUNA Brokerage Services, Inc.1, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

 

Check the background of our investment professionals on FINRA's BrokerCheck.

 

CBSI is under contract with the Credit Union to make securities available to Members.

 

Mutual funds are a portfolio of diversified stocks, bonds, and/or cash managed by an investment company on behalf of many investors. The investment company chooses how to invest the funds and sells shares of the portfolio to other individual investors. Mutual funds offer the following benefits:

 

Diversification: There are many companies represented in a single mutual fund. This diversification lessens the potential risk of loss should a single company or industry suffer a downturn.2

 

Professional Selection and Management: The experience and expertise of a mutual fund’s investment manager gives that person an edge in choosing securities for the fund. And because managers make trades on behalf of the entire fund, transaction fees are reduced.

 

Convenience and Liquidity: It’s easy to invest in a mutual fund and you can easily change from one fund to another. You’ll always have access to your money and your broker can make changes for you the same business day you place an order.

 

There are a wide variety of mutual funds available. Our experienced financial advisors can help you choose the right mutual fund to meet your financial needs.

 

Mutual funds are offered through CUNA Brokerage Services, Inc.1, a broker/dealer focused on serving credit union Members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

 

Online

Request a complimentary consultation with a financial advisor

 

Call

Call 

 

800.462.8328

Monday through Friday, 9 a.m. - 5 p.m.

 

Email

 

Contact a financial advisor by sending an email to

investments@schoolsfirstfcu.org

 

Branch

Visit

 

Any SchoolsFirst FCU branch to schedule a complimentary consultation with a financial advisor

 

If you’ve already worked with one of our financial advisors and want to monitor your investments, log into Portfolio View

 

Disclosures

1Financial professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the Credit Union to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee, and not an obligation of the Credit Union. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3438580.1-0221-0323

2Diversification does not ensure a profit or guarantee against a loss.

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RELATED CONTENT
RELATED CONTENT
Retirement & Investment Forms •  Retirement & Investment Forms
 
 
403(b) and 457(b) Plan Administration •  403(b) and 457(b) Plan Administration
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